#nvidia

#nvidia

At the CES 2026 show recently, management reiterated that demand for its Blackwell platform remains robust, even as its next-generation Vera Rubin systems are expected to roll out in the second half of 2026. Management said last quarter that Blackwell and Rubin are together supporting revenue visibility of roughly $500 billion through 2026. Of this, $150 billion in orders had already been shipped through the third quarter of fiscal 2026 (ending Oct. 26, 2025).

"The AI Overwatch Act (H.R. 6875) may sound like a good idea, but when you examine it closely, it's pro-China sabotage disguised as oversight," Loomer said on X. "Kill the bill," she said. Driving the news: Sacks, the president's top adviser on crypto and artificial intelligence, opened hostilities Thursday night by retweeting a post that suggested Mast's bill - the AI OVERWATCH Act - would undermine the president. "Correct," Sacks posted on X.

With the big robotaxi boom underway, it's not hard to imagine that Tesla ( NASDAQ:TSLA) shareholders are more than willing to pay up a premium price tag to get into the driver's seat of a company that may very well become one of the leaders in the emerging, lucrative market. Undoubtedly, there could be fierce competition in the field of autonomous vehicles (AV),

The ongoing RAM shortages and the associated increase in RAM prices are starting to affect other pieces of hardware that make use of fast memory. Graphics cards are especially susceptible, which has seemingly forced Nvidia to start discontinuing at least two 50-series cards that ship with 16GB of VRAM. A report by Hardware Unboxed states that several GPU manufactueres have designated both the RTX 5070Ti and the 16GB version of the RTX 5060Ti as "end of life," meaning that no new stock is being produced.

YouTube channel Hardware Unboxed is reporting that NVIDIA has "effectively" discontinued the RTX 5070 Ti and 5060 Ti 16GB due to the ongoing memory crunch. In its most recent video, the channel states ASUS "explicitly" told it the RTX 5070 Ti is "currently facing a supply shortage." As a result, the company has "placed the model into end of life status," and no longer plans to produce it.

Nvidia is "simply the purest play," Burry wrote in a Substack post last weekend. The company has become "entirely dependent on hyperscaler spending, and I do not see how that math works," he continued. The investor of "The Big Short" fame, who pivoted from running a hedge fund to writing online late last year, added that Nvidia is likely to "sell $400 billion of its chips this year and there are less than $100 billion in application layer use cases."

Alphabet Inc. has overtaken Apple Inc. to become the second-most valuable company by market capitalization, a reflection of how the Google parent has emerged as one of the most significant winners of artificial intelligence. Shares of Alphabet rose 2.4% on Wednesday, closing with a valuation of $3.89 trillion. That allowed it to surpass Apple, which closed with a market cap of $3.85 trillion on Wednesday, following a six-day slump that erased nearly 5% and almost $200 billion off its value.

"Our customers don't live in front of a laptop day in and day out; they live in the dirt," Hootman said. "The ability to get the insights and take the action that they need while they're doing the work is very important to them."

Beyond speeding chip development, Nvidia and Siemens are aiming to create digital facsimiles, from chips to entire racks, to test their function before they're built. "What we are hoping for, and the reason why we're partnering so closely together, is so that we could build that Vera Rubin in the future as a digital twin," Nvidia CEO Jensen Huang said today at the Siemens keynote.

CEO Jensen Huang showed off Cosmos, an AI foundation model trained on massive datasets, capable of simulating environments governed by actual physics. He also announced Alpamayo, an AI model specifically designed for autonomous driving. Huang revealed that Nvidia's next generation AI superchip platform, dubbed Vera Rubin, is in full production, and that Nvidia has a new partnership with Siemens. All of this shows Nvidia is going to fight increased competition to retain its reputation as the backbone of the AI industry.

Last night, the AI semiconductor chip leader announced it wants to use its "Drive AGX Thor" chips and "Drive AV" autonomous vehicle software to enable Level 4 autonomous driving in robotaxi fleets. (Level 4 autonomy encompasses entirely autonomous driving by the car, without human assistance, within pre-determined areas). Nvidia expects its tech to be ready for widescale deployment in 2027. Mercedes-Benz plans to unveil a robotaxi powered by Nvidia tech later this year.

According to Wccftech, Nvidia is reportedly on the verge of resuming production on its budget-friendly GeForce RTX 3060 GPUs to combat the ongoing shortage of RAM being caused by an uptick in development on AI technologies and the increasing prices of memory. According to a post they made early on January 5, Nvidia seems poised to bring back the RTX 3060 in the first quarter of 2026.

And while he's raised some intriguing bear points (such as the GPU depreciation schedule and other accounting practices that might be a bit on the aggressive side) about the big tech innovators, which seem to be going all-in on the AI boom, I'm not so sure such finer details matter as much in the grander scheme of things, provided the AI revolution lives up to the high ROI hopes.

It seems quite risky to place a bet on either Palantir ( NASDAQ:PLTR) or Nvidia ( NASDAQ:NVDA) moving forward, given valuations and the high stakes, as investors fear and dread an AI bubble bust. Undoubtedly, Michael Burry has bearish bets against both AI darlings. But he's got more exposure to Palantir puts than Nvidia, likely because of the even hotter valuation and the potential for coming quarters to fall well short of expectations.

As one of the most powerful growth stocks we've seen in generations, Nvidia ( NASDAQ:NVDA) has probably minted more millionaires than any other stock in recent history. Indeed, this company's 23,500% return over the past decade is one that would have allowed investors who bought this stock ten years ago to 235x their money over that time frame.

Over the past three years, stock has climbed by over 1,200% to dizzyingly high levels. It is now the most valuable company in the world and has a $4.63 trillion market capitalization. However, Nvidia is actually cheaper today than it was back then. Investors were proactive for a brief period in early 2023 as the stock went explosive, and many didn't wish to miss the train. Since then, the rally has turned more reactive. The stock price has been following Nvidia's earnings, so the premium paid for the stock has been shrinking.